Wealth Preservation and Succession for Family Enterprises

This book is essential for: lawyers practicing in the area of wealth preservation, wills, trusts, succession, estate planning, and corporate law; the book may also be of interest to accountants, family enterprise advisors, trust officers, and investment and financial advisors.

Current to: April 2012 

Estate planning and beyond
This publication looks at the dynamics of a family enterprise and the interrelationship between family, business, and owners. Learn how best to guide and advise families as they think about wealth preservation and succession. Topics covered are: strategic governance, legislative changes and update highlights, estate planning tools, estate litigation highlights, and tax issues.

Course Materials Coordinator
Josephine M. Nadel — Owen Bird Law Corporation, Vancouver

CLEBC Program Lawyer
Nadia Myerthall
nmyerthall@cle.bc.ca